Unclaimed Profile

Jonathan Jay Lewis

GSI FUNDS LLC·HUNT VALLEY, Maryland

Clean recordGSI FUNDS LLC

303 INTERNATIONAL CIRCLE, HUNT VALLEY, MD 21030CRD# 5905960Firm CRD# 147845

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Jay Lewis · HUNT VALLEY, MD

Registration

CRD #5905960 · GSI FUNDS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jonathan Jay Lewis is a registered financial advisor based in HUNT VALLEY, Maryland, affiliated with GSI FUNDS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

GSI FUNDS LLC

AUM

$59M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GSI FUNDS LLC →

Services

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5905960

Firm CRD# 147845

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Jay Lewis offer?

Jonathan Jay Lewis is a registered financial advisor in HUNT VALLEY, Maryland. Contact their office for details on services offered.

What are Jonathan Jay Lewis's credentials?

Jonathan Jay Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Jay Lewis located?

Jonathan Jay Lewis is based in HUNT VALLEY, Maryland, working with GSI FUNDS LLC. Their office serves clients in the HUNT VALLEY metropolitan area and surrounding communities.

How does Jonathan Jay Lewis charge for services?

Jonathan Jay Lewis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GSI FUNDS LLC?

GSI FUNDS LLC has approximately 1 employees and manages $59M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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